Location: U.S.-flexible; Remote/Hybrid. If based in Los Angeles, primarily from our West LA office; travel ~25% to portfolio companies.
Role Overview
We're building a world-class Growth & Operations (GO) team to accelerate value creation across our portfolio. We're hiring an Operating Partner - Finance (CFO / SVP Finance profile) to architect and scale finance, accounting, and revenue operations across 18+ active companies spanning education & training, health services, franchising, and residential services end markets. You've built durable finance organizations in middle-market, PE-backed environments and balance repeatable playbooks with tailored, company-specific solutions.
Put that experience to work owning the portfolio-wide finance operating system - standards, cadence, and tooling - with clear decision rights to set policy, approve systems roadmaps, and green-light critical hires.
What You'll Be Doing
Portfolio Finance Leadership
• Codify playbooks for monthly close acceleration, reporting discipline, and budget-to-actual FP&A.
• Lead portfolio-wide rollout of Henon.ai, a leading provider of AI-native performance management software across Brentwood portfolio companies - integrating proprietary generative-AI capabilities, standardizing reporting, improving prediction accuracy, and driving cross-company insights and adoption.
• Set portfolio-wide policies for close timing, forecasting cadence, and KPI taxonomy; establish escalation and exception paths.
• Standardize board/investor reporting packages; elevate forecasting rigor.
• Drive working capital optimization and cash-flow forecasting.
• Evaluate and deploy ERP, FP&A, billing, and data/BI systems.
• Mature revenue operations (quoting billing collections renewals; pricing), with depth in SaaS.
• Embed with management teams at key inflection points (post-investment, ERP upgrades, PMI, carve-outs).
• Define and roll out KPIs/metrics to increase visibility and accountability.
• Lead financial integration and synergy realization for add-on M&A.
Cross-Functional Influence
• Liaise between investment teams and portfolio finance to align on priorities and value drivers.
• Partner with GO peers (GTM, People, Tech) on cross-functional transformation.
• Support diligence and post-close value creation plans for new platforms and add-ons.
Talent Development
• Recruit, assess, and onboard CFOs/VPs of Finance across the portfolio.
• Mentor first-time CFOs; raise the bar for finance talent at all levels.
• Build a vetted bench of interim/fractional/advisory finance leaders.
• Co-create a Finance Center of Excellence: tools, templates, vendors, benchmarks.
Requirements
What We're Looking For
• 15+ years progressive finance leadership; at least one seat as CFO or divisional SVP Finance.
• PE-backed, growth-stage experience; multi-site or multi-entity preferred.
• Cross-model fluency: essential services, consumer multi-unit, and SaaS/recurring revenue.
• Entrepreneurial builder who pilots, iterates, and scales modern finance tech-ERP/FP&A/billing, automation, and AI/analytics-to deliver real-time insight and operational leverage, with strong controls and responsible-AI practices.
• Experience with platforms such as NetSuite / MS Dynamics 365 / SAP S/4, Adaptive/Anaplan/Planful, Zuora/Chargebee, Tableau/Power BI/Snowflake (or similar).
• Exposure to M&A integration and corporate development (preferred).
• Prior PE operating partner experience or consulting to PE-backed CFOs (preferred).
Attributes
• Operator's bias to action; sleeves-up problem solver.
• Structured thinker; turns complexity into scalable systems.
• High EQ; influences without direct authority.
• Systems-oriented; leverages technology to enable performance.
• Cross-industry curiosity; adaptable across software and services.
Benefits
Why Brentwood's GO Team
• Shape the trajectory of 18+ companies across multiple growth-oriented sectors.
• Partner closely with world-class investors and management teams.
• Build a durable finance excellence legacy across the portfolio.
• Join a collaborative, high-integrity culture focused on operational excellence.
Benefits - What's in It for You
Brentwood Associates offers a competitive Total Rewards package because we know talent when we see it. Total rewards include a competitive salary, a performance-driven annual bonus, and the benefits listed below. Years of experience in a similar role, among other factors, will determine actual compensation.
• Comprehensive health, dental, and vision insurance.
• 401(k) retirement plan.
• Unlimited PTO and paid holidays - work hard and recharge.
• Flexible Fridays-get your work done from office (if you reside in the LA area) or home.
